EX067 Custom Defined Fields

The Custom Defined Fields app allows you to enter over 30 customizable fields in different cards, without involving a programmer and without a development license (Business Central OnPremise version)

Quick Guide

1Configure and enable new fields
2Edit lists containing values for the new fields
3Copy the new fields on Sales / Purchase

Introduction

The Custom Defined Fields app allows you to enter over 30 customizable fields in different cards, without involving a programmer and without a development license (Business Central OnPremise version).

It’s possible to:

  • activate the custom fields in a few seconds using the different types of data managed: dates, numbers, codes, etc.
  • link the fields to a table for data validation
  • select any existing table (e.g. Articles categories or Country codes …) or define a new list of completely customized values / descriptions
  • automatically propagate the values of the custom fields of customers and vendors on sales and purchase documents, inheriting the activated options

To make the fields visible on the pages you can enable them from the appropriate setup by setting some simple options.

NB: Field names can be customized and can be translated into multiple languages.

The custom fields are avaliable for:

  • Customer
  • Vendor
  • Item
  • Sales header
  • Purchase header
  • Resource
  • Job
  • Employee
  • Fixed asset
  • Transfer header
  • Service header





Custom Defined Field (CDF) - SUMMARY

Press ALT + Q and digit “CDF” for a list of the features involved:



Subscriptions

Some features of this app require a subscription.

The subscription can be activated from Subscription control panel page or directly from the notification messages that the system proposes, by clicking on the link that allows you to start the subscription wizard.

In details:

  • FREE-TRIAL-DEMO version: it’s automatically activated at first request and gives full access to all features. This trial expires after 20 days from the activation

  • FULL VERSION: it’s possibile to buy a full version that will last for 12 months following the wizard and accessing to the EOS AppStore.

See www.eos-solutions.it website for more information.

Continue with

Custom Defined Fields - Setup

Setting up custom defined fields


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